ProSeries Frequently Asked Questions

Products Affected:

• ProSeries/1065

Important Notes

• Amended returns will be required to be e-filed if the taxpayer is required to file electronically. See Guidance for Amended Partnership Returns at the IRS web site.
• To mark an electronically filed return as "Amended Return Mode" you must have the accepted acknowledgment for the originally filed return.
• If the original return or extension was paper filed, be sure to only check the box next to "Check this box to file amended return electronically" in Part V of the Partnership Information Worksheet. Do NOT check the boxes for electronic filing of the return or extension.

Electronically Filing an Amended 2008 Partnership Return

1. Before you amend the original return, we recommend that you make a backup copy of the return you will be amending.  Note: do not use Save As command.
2. Open the originally filed return.
3. On the Partnership Information Worksheet go to Part V, Electronic Filing Information, and scroll down to the Electronic Filing of Amended Return section. Check the box next to "Check this box to file amended return electronically."
4. On Form 1065 p1-2, check box G(5) to indicate an amended return.
5. Make the necessary changes to the federal return.
6. Attach required supporting statements in the form of PDF files.  Any PDF files you would like to transmit with the amended return must be attached while in amended return mode.  Files which were attached to the original tax return are not automatically attached to the amended return.  To attach PDF files, go to the E-file drop down menu and select Attach PDF files.  The 'ProSeries Attach PDF Files' dialog will appear.  You can assign one of the pre-defined types, or select a type of 'Other' and enter your own description.
7. If the amendments to the federal return affect the state return, go to the state and select the state amended form.
8. If necessary, review the Tax Help instructions to determine how to amend the state return. (In most cases, you must check a box to freeze the original state amounts. A column will then show the amounts that were originally reported on the state's main form.)
9. If you went to the state return, go back to the federal return.
10. Make sure the amended return passes Final Review.
11. Save the return.
12. When you're ready to e-file the amended return, go to the HomeBase EF Center.
13. Convert and transmit the client's amended 2008 partnership return the way that you converted and transmitted the client's non-amended 2008 partnership return.
14. Check for acknowledgments the way that you checked for acknowledgments for non-amended returns.

Schedule K-1

If the amended return results in a change to income or the distribution of income or other information provided to a shareholder, an amended Schedule K-1 must also be filed and given to the shareholder. Ensure the Amended K-1 box is checked on each Schedule K-1 to indicate that it is amended.

Exception: If the partnership is filing an amended partnership return and the partnership is subject to the consolidated audit proceedings of sections 6221 through 6234, the tax matters partner must file Form 8082, Notice of Inconsistent Treatment or Administrative Adjustment Request (AAR). (Note: You answered Yes to Question 5 in Schedule B.)